Finance Case Study

Order-to-Cash in Under 72 Hours

The AI agent transforming weeks of manual reconciliation into real-time clarity.

The Order-to-Cash Agent automates reconciliation, exception handling, and cash flow reporting at enterprise scale.

85%

Reduction in reconciliation cycle time

70%

Less manual effort

90%

Fewer errors through automation

Challenge

The bottleneck

Manual reconciliation takes weeks every cycle, with invoices, payments, ERPs, portals, and spreadsheets creating cash-flow risk.

Solution

The agent ingests invoice and payment data, reconciles records, detects exceptions, and generates traceable reports in under 72 hours.

How it works

Scrapes vendor emails, PDFs, payment receipts, ERPs, accounting tools, and bank portals.

Matches invoices to payments and identifies partials, splits, overpayments, and missing records.

Routes flagged items by type and priority for high-efficiency correction workflows.

Creates cash flow and reconciliation summaries with traceable, timestamped logs.